If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
B P by Design has 20+ years experience in bookkeeping and payroll services from restaurants and catering, to farming and cattle inventory, from property management to construction, and everything in between. Specializing in what you need to run your business smoothly, whether it be only bank reconciliations, payroll, Sales tax, A/P or A/R or setting up your full set of books and clean - ups too! Experience in Quickbooks. It's all by design for your business!
I am a self starter with multiple clients, who takes on the occasional shoebox. My passion is to get the client set-up to move forward with a clean binder to take to their accountant at tax time.
Overview
Hired 10 times
Serves Santa Maria, CA
Background checked
28 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
Ask this pro about their preferred payment method.
Services offered
Accounting needs
Entity type
Individual or sole proprietorship
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Reviews
Customers rated this pro highly for work quality, responsiveness, and value.
Exceptional 5.0
8 reviews
5
100%
4
0%
3
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2
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Read reviews that mention:
Simeon G.
Dec 30, 2016
•
Hired on Thumbtack
B&P By Design provided me with payroll services. Charlene was very responsive, helpful and knowledgeable. I was delighted with the service I received.
Accounting
Lory Y.
Apr 30, 2017
•
Hired on Thumbtack
Charlene Sousa provides payroll services for my husband's chiropractic practice - a single employee. Her timely turnaround time, expeditious response to queries, and reasonable rates are part of payroll package that I highly recommend.
Payroll Services
Allyson L.
Apr 3, 2020
•
Hired on Thumbtack
It’s been fantastic working with Charlene. She had her work cut out for her and has been so on top of everything and so helpful! All of us are happy that I found her!
Details: Small business (fewer than 10 employees) • Remotely (phone or internet)
Payroll Services
David H.
Feb 14, 2017
•
Hired on Thumbtack
Knowledgeable, fast, and nice to talk to. Charlene put my mind at ease and got the ball rolling on a project I have been putting off. You can trust this lady to listen, and understand your unique circumstances.
Payroll Services
Veronica D.
Aug 24, 2016
Charlene Sousa was extremely helpful as our business transitoned from a partnership to a sole proprietorship, assisting us in obtaining new state and federal ID numbers, opening bank accounts, and running payroll and reports. She is very conscientious and detail oriented. I highly recommend her!
Credentials
Background Check
Charlene Sousa
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
Monthly Reconciliation & Reporting
• What it includes:
Posting your transactions to industry-specific categories
Reconciling your transactions with your bank statements
Sending you and/or your CPA monthly financial reports
• How it works:
Each month you send us your bank statements
We post and reconcile your bank transactions
We email you month-end financial reports. It’s that easy!
• What it costs:
Plan Transactions* Bank Accounts Monthly Rate
Economy 75 2 $200
Enhanced 100 3 $300
Elite 125 4 $400
Enterprise 150 5 $500
*Transactions are determined by taking a total monthly average of all transactions (debits and credits) from each of your bank
statements
1099 Preparation & Reporting
• What it includes:
Preparing and sending annual Form 1099-Misc and/or 1099-NEC to each of your eligible vendors
Preparing and filing annual Form 1096 with the Department of the Treasury (IRS)
• How it works:
You send us your eligible 1099 vendor information
I prepare and send Form 1099-Misc / 1099-NEC to each vendor by January 31st
I prepare and file Form 1096 with the IRS by January 31st
• What it costs:
$100 processing fee + $12 per 1099-Misc / 1099-NEC
Payroll Processing & Reporting
• What it includes:
Paying your employees
Processing your payroll tax deposits
Preparing and filing your payroll tax forms (Forms 940, 941, W-2s, W-3, etc.)
• How it works:
You send us your payroll data (employee’s time, pay rates, commission, etc.)
I pay your employees via check or direct deposit
I process your payroll tax deposits and file your payroll tax forms
• What it costs:
$100/month for less than 5 employees
+ $15/employee/W-2 at year end
